Sarah Withey Email & Phone Number

Corte Madera, Ca

Communicate and coordinate execution of the planogram with team members. Participate in staff meetings with management to plan upcoming store reworks and sale promotions. Responsible for verifying inventory and submitting requests for supplies and fixtures required for projects. Develop strong working relationships with team members and became a valued resource for questions and assisting with customer issues. Team leader with a proven ability to train, supervise, motivate, and evaluate team members. Effective at providing managing up communication to all store managers.

Facilitated and developed new hire and continuing education training for employees in the USA and Canada. Assessed training needs, designed, and facilitated classes and personally trained managers and officers. Conducted technical training and soft skill courses. Certified Microsoft Trainer.

Developed in-depth knowledge of retirement plans and IRS regulations. Maintained and exceeded all quality and efficiency standards for the department. Specialized on complex retirement issues, such as Required Minimum Distributions, Recharacterizations and Removal of Excess. Provided resolutions to external and internal clients on system and documentation issues.